Financial Check-Up

If you worry that your business might not be profitable or that you are unprepared for an audit, a Financial Check-Up can give you peace of mind!

During this engagement, I help you understand where your business is (and is not) compliant, provide insight into the health of your business and offer recommendations for improvement.

During this comprehensive, fixed-fee engagement, I will:

• Dive into your business’ finances wearing my auditor hat to determine any gaps which would be an issue for the tax man.

• Review your previous tax filings and current books to get an understanding of profitability and areas for improvement.

• Prepare a (confidential) report for you with my findings which addresses any issues I find and my recommendations for your business.